The associate will perform forensic accounting, valuation, and litigation support tasks under management supervision. They are responsible for preparing financial models, reconciling data for legal proceedings, and assisting in the development of expert witness exhibits.
Requirements overview
Candidates must hold a bachelor's degree and possess strong communication skills. A CPA certification or progress toward obtaining one is preferred, along with proficiency in relevant accounting technology.
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.
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RESPONSIBILITIES
The Forensic and Litigation Associates work as members of the Client Services
group and can expect a diverse experience ranging from accounting procedures for
litigation engagements to the performance of business appraisal and valuation
services. This position performs many duties of an advanced level forensic
accountant including working directly for corporate clients, under the
supervision of upper-level management. Associate I's and Associate II's
("Associates") provide outstanding service to our valued clients.
Essential Functions and Primary Duties
* Performance of preliminary valuation, forensic, and appraisal analyses,
including development of comparative adjusted financial statements and data
input for expert witness exhibits.
* Knowledgeable of the relevant statutory and family codes and their
applicability to accounting principles in performance of forensic accounting.
* Participate in client assignments from beginning to end.
* Create forensic and economics models for presentation of forensic standard
accounting system.
* Identify and communicate case issues, finding, and improvement opportunities
with managers and partners to resolve client issues discovered during
engagements.
* Work with discovery team to inventory and reconcile documents and data
produced in preparation for submission to courts, attorneys and clients
* Assist in preparation of exhibits and background information for expert
witness testimony
* Maintain and comply with highest degree of professional standards, client
confidentiality and personal conduct.
* They will participate in training and developing staff and building a
team-centered client service team; monitor client issues related to
compliance services and monitor engagement status and profitability as well
as attending to clients expectation
Preferred Qualifications
* CPA or in process of obtaining CPA
QUALIFICATIONS
Minimum Qualifications
* Bachelor's degree required
* Internship experience in accounting or related field preferred
* Demonstrated ability to communicate verbally and in writing throughout all
levels of the organization, both internally and externally
* Proficient use of applicable technology
* Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.